Summary of LSU Foundation Performance

For Fiscal Year 2009 (July 1, 2008, through June 30, 2009), the General Endowed portfolio generated a -18.26% total return, and the Board of Regents Support Fund (BRSF) portfolio generated a -18.09% return.

As displayed in the performance charts below, the Foundation’s two endowed pools have consistently outperformed their respective benchmarks and have maintained solid performance over the long-term. The performance levels of the two pools differ significantly as a result of the asset allocation considerations detailed below.

Asset Allocation

The General Endowed portfolio’s asset allocation is set forth at the sole discretion of the Foundation’s Board of Directors, as advised by the internal investment staff and the external investment consultant. However, the Foundation’s Board of Directors must set the asset allocation of the BRSF Portfolio within the limitations of the investment policies of the Louisiana Board of Regents.

The Year Ahead

The LSU Foundation Board of Directors remains focused on the long-term growth of LSU’s endowment and will continue to make investment decisions with this central goal in mind. While the 2008-09 fiscal year will be remembered as a turbulent economic year worldwide, the LSU Foundation is confident that the long-term trend of positive growth will continue through responsible stewardship of the funds entrusted to us.